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AWTIX vs FSDPX
AWTIX vs FSDPX Comparison
Open Charts AWTIX vs FSDPX
Virtus Duff & Phelps Water Inst
Price$18.68
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets579.3M
Fidelity Select Materials
Price$87.36
Change+$0.62 (+0.71%)
VolumeN/A
Net Assets738.74M
AWTIX vs FSDPX Comparison Chart
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AWTIX vs. FSDPX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWTIX is a Hold and FSDPX is a Buy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 739M vs. AWTIX (579M). FSDPX pays higher dividends than AWTIX: FSDPX (1.21) vs AWTIX (0.86). AWTIX was incepted earlier than FSDPX: AWTIX (17 years) vs FSDPX (38 years). FSDPX is a more actively managed with annual turnover of: 47.00 vs. AWTIX (19.00). FSDPX has a lower initial minimum investment than AWTIX: FSDPX (0) vs AWTIX (1000000). AWTIX annual gain was more profitable for investors over the last year : 1.80 vs. FSDPX (-5.09). FSDPX return over 5 years is better than : 33.73 vs. AWTIX (12.35).
| AWTIX | FSDPX | AWTIX / FSDPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 38 years | - |
| Gain YTD | 0.703 | 3.950 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 739M | 78% |
| Annual Yield % from dividends | 0.86 | 1.21 | 71% |
| Returns for 1 year | 1.80 | -5.09 | -35% |
| Returns for 3 years | -6.75 | -14.70 | 46% |
| Returns for 5 years | 12.35 | 33.73 | 37% |
| Returns for 10 years | 58.14 | 20.82 | 279% |
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